Massachusetts Financial Services Portfolio holdings
Massachusetts Financial Services (MFS), founded in 1924 and headquartered in Boston, Massachusetts, is a pioneering investment management firm credited with launching the first U.S. mutual fund, the Massachusetts Investors Trust. Managing hundreds of billions in assets, MFS offers a wide range of actively managed investment products, including equity, fixed-income, and balanced funds, serving institutional investors, financial advisors, and individuals globally. Known for its disciplined, research-driven approach, the firm emphasizes long-term value creation through fundamental analysis and a collaborative team structure, avoiding short-term market trends. With a legacy of innovation and a strong global presence, MFS remains a respected name in the asset management industry, balancing tradition with a focus on sustainable, client-centric investing.
Top Buys
| 1 |
Exxon Mobil
XOM
|
+$1.63B |
| 2 |
Qualcomm
QCOM
|
+$607M |
| 3 |
GE Aerospace
GE
|
+$580M |
| 4 |
Salesforce
CRM
|
+$494M |
| 5 |
Chevron
CVX
|
+$477M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$1.69B |
| 2 |
Comcast
CMCSA
|
+$1.26B |
| 3 |
Boston Scientific
BSX
|
+$1.14B |
| 4 |
NVIDIA
NVDA
|
+$1.03B |
| 5 |
Flutter Entertainment
FLUT
|
+$828M |
Sector Composition
| 1 | Technology | 23.99% |
| 2 | Financials | 18.51% |
| 3 | Healthcare | 12.55% |
| 4 | Industrials | 12.27% |
| 5 | Consumer Discretionary | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Highwoods Properties
HIW
$3.44B
| $30.8M | 0.01% |
1,172,929
+545,066
| +87% | +$14.3M |
|
527
Monster Beverage
MNST
$61.3B
| $30.1M | 0.01% |
601,883
-4,798
| -0.8% | -$240K |
|
528
Walmart
WMT
$801B
| $30.1M | 0.01% |
443,941
-26,760
| -6% | -$1.81M |
|
529
Amicus Therapeutics
FOLD
$2.45B
| $30M | 0.01% |
3,020,536
+378,999
| +14% | +$3.76M |
|
530
Helen of Troy
HELE
$550M
| $29.9M | 0.01% |
322,343
-5,809
| -2% | -$539K |
|
531
IQVIA
IQV
$31.3B
| $29.6M | 0.01% |
140,039
+2,576
| +2% | +$545K |
|
532
Banc of California
BANC
$2.65B
| $29.4M | 0.01% |
2,304,153
-286,478
| -11% | -$3.66M |
|
|
ALTR
533
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $29.2M | 0.01% |
298,124
-17,916
| -6% | -$1.76M |
|
534
Eastern Bankshares
EBC
$3.37B
| $29.1M | 0.01% |
2,079,028
+764,881
| +58% | +$10.7M |
|
|
TWO
535
Two Harbors Investment
TWO
$1.06B
| $28.9M | 0.01% |
2,190,542
-39,473
| -2% | -$521K |
|
536
MDU Resources
MDU
$3.36B
| $28.9M | 0.01% |
2,078,207
+127,262
| +7% | +$1.77M |
|
537
Infosys
INFY
$70.4B
| $28.7M | 0.01% |
1,540,045
+402,275
| +35% | +$7.49M |
|
|
TWKS
538
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $28.4M | 0.01% |
10,017,364
+59,037
| +0.6% | +$168K |
|
539
Autodesk
ADSK
$69B
| $28.4M | 0.01% |
114,632
-369,437
| -76% | -$91.4M |
|
|
TEM
540
Tempus AI, Inc. Class A Common Stock
TEM
$13.6B
| $28.2M | 0.01% |
+807,036
| New | +$28.2M |
|
541
TriMas Corp
TRS
$1.56B
| $27.8M | 0.01% |
1,089,307
-19,623
| -2% | -$502K |
|
542
Allegro MicroSystems
ALGM
$5.65B
| $27.8M | 0.01% |
984,297
+25,497
| +3% | +$720K |
|
543
UFP Technologies
UFPT
$1.55B
| $27.7M | 0.01% |
105,118
+2,699
| +3% | +$712K |
|
544
WNS Holdings
WNS
$3.24B
| $27.4M | 0.01% |
521,589
-530,733
| -50% | -$27.9M |
|
|
NAPA
545
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $27.2M | 0.01% |
3,831,391
+98,038
| +3% | +$696K |
|
546
Quaker Houghton
KWR
$2.42B
| $27M | 0.01% |
159,380
-2,871
| -2% | -$487K |
|
547
Telus
TU
$24.1B
| $27M | 0.01% |
1,783,173
+2,571
| +0.1% | +$38.9K |
|
548
Under Armour Class C
UA
$2.09B
| $27M | 0.01% |
4,128,225
-74,389
| -2% | -$486K |
|
549
PagerDuty
PD
$1.49B
| $27M | 0.01% |
1,175,523
-1,177,417
| -50% | -$27M |
|
550
Zumiez
ZUMZ
$356M
| $26.5M | 0.01% |
1,359,412
-129,243
| -9% | -$2.52M |
|